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Building 2HILTON HEAD CAPITAL PARTNERS, LLC

Map pinHILTON HEAD ISLAND, SC
Phone843-790-7573
NotebookSEC #801-130275
Total AUM
$409.5M
Employees
6
Clients
671

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7 LAFAYETTE PLACE
SUITE B
HILTON HEAD ISLAND
SC 29926
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
843-790-7573
Other Offices
4

ReceiptFinancials

Total AUM
$409.5M
Accounts
1,370
Discretionary
$409.5M
Accounts
1,370
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
551
AUM
$220.7M
HNW Individual Clients
95
AUM
$168.4M
Charitable Organization Clients
7
AUM
$690.5K
Corporation or Business Clients
18
AUM
$19.7M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLGAILNCNHOHPASCTXVA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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